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Sep 6, 2012
09/12
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but it doesn't change what the most important part for amazon is, which is basically their broad e-commerce business. what's going to push this stock higher is the margins will go from 3% to 10%. that's the reason why people should be focused on it. >> all right. just give us the bottom line in terms of where you see the stock going in the next 12 months. >> next 12 months i think it's going higher because e-commerce and margins are going higher. >> all right, gene. good to see you. one stock falling more than 10% today, our own karen finerman called the slide weeks ago. stick around to see how she's managing that winni inning trad. much more "fast" straight ahead. [ male announcer ] trading's like a high-speed train. and you don't want to miss it with thinkorswim by td ameritrade. you get knock-your-socks-off tools, simple one-click orders, real-time paper trading to hone your skills, plus anytime you need it support. ♪ stocks, options, futures, and forex. get your trading on track. thinkorswim by td ameritrade. trade commission free for 60 days, plus get up to $600 when you open an acco
but it doesn't change what the most important part for amazon is, which is basically their broad e-commerce business. what's going to push this stock higher is the margins will go from 3% to 10%. that's the reason why people should be focused on it. >> all right. just give us the bottom line in terms of where you see the stock going in the next 12 months. >> next 12 months i think it's going higher because e-commerce and margins are going higher. >> all right, gene. good to...
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Sep 11, 2012
09/12
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you see bank of ireland up there and unicredit, commerce bank. >> yes, we do take some collective long positions. for example in italy where we see economy be more solid than in spain and not suffering from what spanish banks are exceeding. today the imf is supporting plan of investment from the esm into irish banks that would lighten up irish debt. there is a combination of bad policies aimeded a repping the regions and banks which are very large problems and structural problems in the economy like very high unemployment. so already a very bad macro situation, on top of that the government is persisting into policy stakes that haven't worked before. >> so selective risks. how about the noneurozone. banks. >> we've always been very positive because there's a better independent policy, many of these countries are a safe haven from the european crisis. on the other hand, the up side has become lower and lower has safe havens have become more popular. so the bonds from these banks now trade at half the extra spread than bonds in the semicore eurozone countries like france or the periphery
you see bank of ireland up there and unicredit, commerce bank. >> yes, we do take some collective long positions. for example in italy where we see economy be more solid than in spain and not suffering from what spanish banks are exceeding. today the imf is supporting plan of investment from the esm into irish banks that would lighten up irish debt. there is a combination of bad policies aimeded a repping the regions and banks which are very large problems and structural problems in the...
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Sep 17, 2012
09/12
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. >> rbs and commerce bank are named. >> is the british public ready to sell their stake to a chinese company? i don't know. we're open for business, you but we need to see the profit on the table. >> the world's top designers have been showcasing their latest collections in london. i went down to check out the shows and find out just what the forecast is for the luxury market. asked vivian westwood where she sees pockets of growth. >> at the moment, it's in china. if you didn't have the chinese buying things, then the fashion business would be completely on the floor. it won't migrate to africa, you know. it's just not going to happen. by then, we'll be frying by then in this climate change. we've got to do things in between. if we do things in between, i don't know where we'll be in the future. but i have far too much product. the nation of the fashion business is that in order to support the nucleus of what you do, there are so many spinoffs that you have to have because it has to be subsidized by these spinoffs. what i do would lose money if it didn't up the spinoffs. i don't know
. >> rbs and commerce bank are named. >> is the british public ready to sell their stake to a chinese company? i don't know. we're open for business, you but we need to see the profit on the table. >> the world's top designers have been showcasing their latest collections in london. i went down to check out the shows and find out just what the forecast is for the luxury market. asked vivian westwood where she sees pockets of growth. >> at the moment, it's in china. if...
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Sep 19, 2012
09/12
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>> we know that china's commerce ministry called on japan to take complete responsibility for any trade fallout, but latest china fdi numbers show china has a lot to lose as well. japanese investment increased 16.2% in the first eight months. but that's much slower than the 50% increase in 2011. on the whole, down 1.4% on year, but that's higher than that of july. january to august, investment inflow declined 4.3% from the previous year. if you look at a breakdown, debt-plagued europe was the weak spot. investment from the u.s. declined 2.8%. foreign investment into the agricultural sector tumbled nearly 15% on year, but the silver lining was in the services sector, hired by over 5% on growing domestic demand. >> i want to thank you very much for sticking around and sharing your thoughts on everything happening. sixuan, we'll see you a little bit later in the program. >>> let's bring you up to speed where we are, just an hour and 15 minutes into trade. after losses yesterday, this is where we stand right now for european equity markets. there's a number of stocks today. heineken says it
>> we know that china's commerce ministry called on japan to take complete responsibility for any trade fallout, but latest china fdi numbers show china has a lot to lose as well. japanese investment increased 16.2% in the first eight months. but that's much slower than the 50% increase in 2011. on the whole, down 1.4% on year, but that's higher than that of july. january to august, investment inflow declined 4.3% from the previous year. if you look at a breakdown, debt-plagued europe was...
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Sep 5, 2012
09/12
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the eurozone and they would be sing examining dancing if they had been as hoe as they are in inverted commerce. we caught up with some very academic important men in german, the academic mentor, and asked him some of these questions. for example, what the esm should look like and what the ecb could or could not do. here's what he had to say. >> the problem is that a change, the old friend of policymaking because up until now it was forbidden -- it was a rule not to buy bonds and you understand when they started in 2010 is, well, we have to buy some bonds simply to keep the market floating, to keep them flexible. but meanwhile, it's clear, this is not the idea. so, now the idea is simply to support governments. >> one of the problems of massive bond buying programs is that it knocks the whole market system out of sync, so to speak. it's much easier for governments to buy bonds. this is what the professor also warned about. >> the banks are really financing the governments at this time. and you see there is also specialty because if a bank gives a loan to a private company, then they have to hav
the eurozone and they would be sing examining dancing if they had been as hoe as they are in inverted commerce. we caught up with some very academic important men in german, the academic mentor, and asked him some of these questions. for example, what the esm should look like and what the ecb could or could not do. here's what he had to say. >> the problem is that a change, the old friend of policymaking because up until now it was forbidden -- it was a rule not to buy bonds and you...
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Sep 19, 2012
09/12
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was seen from the earthquake and there was even talk from a china researcher tied to the ministry of commerce that perhaps china should actually jump jgbs, japan government bonds n order to enact some sort of sanction. >> it's a frightening prospect. of course, it's something we've often heard when we talk about relations between u.s. and china given how much debt china also holds and if you do that, you hurt yourself if you're chinese because the value goes down. japan has no shortage of issues on the largest context. my friend has been on many times and hopefully will be on again in a few weeks. we'll have him talking about japan and the keynesian end point when they get to that point, in his opinion, at least, revenues don't even meet. tax revenues don't even meet debt payments. it's not that far off. others say it is nonsense and they have proved at least the critics wrong for a while. >> a lot of questions about whether or not whether or not this will be how it will end with bernanke. this one with demographic issues like japan's, testing the relationship with china. it's not unthinkable
was seen from the earthquake and there was even talk from a china researcher tied to the ministry of commerce that perhaps china should actually jump jgbs, japan government bonds n order to enact some sort of sanction. >> it's a frightening prospect. of course, it's something we've often heard when we talk about relations between u.s. and china given how much debt china also holds and if you do that, you hurt yourself if you're chinese because the value goes down. japan has no shortage of...